AN INTENTIONAL PARTNERSHIP FOR ADVISORS LOOKING TO THRIVE IN THEIR PRACTICE
We built Journey to solve the advisor’s fundamental challenges. Even with independence, resources, and technology, advisors still need a supportive community to help manage their practices and teams.
We started this firm because we believe that support doesn’t just mean a high-end tech stack or access to robust solutions.
To us, support means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice.
The RIA industry is evolving, and we’re committed to building a firm that transcends industry norms around what an RIA platform can and should look like.
We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.
MEET YOUR TEAM
Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.
SAN FRANCISCO, CA
Alamo, CA 94507
Richmond, VA 23226
NEW YORK & NEW JERSEY
Summit, NJ 07901
Ready to take the first step?
Whether you’re preparing for your legacy or have decades left to build, Journey can create the supportive structure you need to serve clients best.